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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

SAIBAOnline is an ERP software that effectively integrates and streamlines various departments within an insurance brokerage into a cohesive software platform. Serving as a central hub for information, it ensures smooth data flow throughout the organization, enhancing collaboration and efficiency. Notable features of SAIBAOnline include the ability to access the software both on-site and online. Some key aspects of the application are: 1) An all-encompassing solution that covers everything from Customer Relationship Management (CRM) to Claims management. 2) Integration with online platforms for automated workflows related to Quote and Policy management tracking. 3) A powerful CRM tool that offers straightforward integration, remote access, lead generation, and follow-up tracking capabilities. 4) Extensive Policy Management that accommodates various types of policies. 5) A strong system dedicated to managing renewals effectively. 6) A proficient Brokerage and Claims Management System that enhances overall operational performance. Additionally, the user-friendly interface of SAIBAOnline makes it easy for employees to adapt quickly and leverage its full potential for improved productivity.

Description

Sibro insurance broker software provides a comprehensive solution for managing and overseeing all aspects of an insurance policy, from managing potential clients and following up on renewals to preparing requests for quotations (RFQs), comparing quotes, collecting payments, and delivering policies to clients in an orderly fashion, along with handling endorsements and more. Additionally, its claims management module not only facilitates tracking but also streamlines and automates the entire internal claims process, suggesting necessary documentation for claims and retrieving real-time updates through TPA integration. This software aids users in ways that are truly innovative and unexpected. Furthermore, Sibro's accounting module methodically rectifies errors, ensuring that insurance brokers receive their entitled payments on time. It allows for the monitoring of each receivable invoice and their reconciliation, highlighting instances of missed brokerage payments. Moreover, Sibro significantly simplifies the compliance process with the IRDAI, making regulatory adherence a more manageable task for brokers. By integrating these features, Sibro enhances operational efficiency, ultimately benefiting the overall workflow of insurance brokers.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Google Drive No 

Integrations

Google Drive Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$4500.00/one-time/user
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Simson Softwares Private Limited

Founded

2001

Country

India

Website

www.simsononline.com

Vendor Details

Company Name

Sibro

Founded

2011

Country

India

Website

sibro.xyz/

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

ERP

Accounting Integration No 
Accounting Management No 
CRM No 
Dashboard No 
Distribution Management No 
Enterprise Asset Management No 
Financial Management No 
HR Management No 
Inventory Management No 
Order Management No 
Project Management No 
Purchase Order Management No 
Purchasing No 
Reporting/Analytics No 
Sales Management No 
Supply Chain Management No 
Warehouse Management No 

Product Features

Insurance Agency Management

Claims Management Yes 
Commission Management Yes 
Contact Management Yes 
Document Management Yes 
Insurance Rating Yes 
Life & Health Yes 
Policy Management Yes 
Property & Casualty Yes 
Quote Management Yes 

RFQ

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